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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,217 | $160,070+131.9% | $147,117+152.3% | $145,897+154.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 98.69%-85.2pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $10,976 | $5,285+107.7% | $4,932+122.5% | $4,663+135.4% |
| Participant deferral / active EE | $12,072 | $8,419+43.4% | $8,065+49.7% | $6,689+80.5% |
| Admin fee / account holder | $6,709 | $15,035-55.4% | $12,993-48.4% | $13,390-49.9% |